← All themes

SaaS & Enterprise Software

Software as a service sells business applications by subscription, trading a large upfront licence for predictable recurring revenue. Keeping and growing existing customers matters more to the investment case than winning new ones.

266 stocks

# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
201
Acadian Asset Management
Acadian Asset Management
Massachusetts
$1.02B +$226M 52 4.42% Increased
202
LSV Asset Management
LSV Asset Management
Illinois
$1B +$52.6M 10 1.59% Increased
203
First Manhattan
First Manhattan
New York
$994M -$13.9M 38 5.66% Reduced
204
EC
Eminence Capital
New York
$993M -$210M 5 14.8% Reduced
205
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$985M +$20.2M 68 6.63% Increased
206
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$978M +$175M 43 6.69% Increased
207
Thomaspartners
Thomaspartners
Massachusetts
$973M +$16.1M 3 7.13% Increased
208
Sachem Head Capital Management
Sachem Head Capital Management
New York
$970M +$306M 4 32.33% Increased
209
Melvin Capital Management
Melvin Capital Management
New York
$967M +$191M 7 9.25% Increased
210
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$962M -$66.4M 32 7.34% Reduced
211
GGHC
Gilder Gagnon Howe & Co
New York
$947M -$41.1M 25 11.73% Reduced
212
Baird Financial Group
Baird Financial Group
Wisconsin
$943M -$50.9M 28 6.64% Reduced
213
ACI
AMP Capital Investors
Australia
$920M +$9.97M 49 5.21% Increased
214
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$919M -$258M 45 4.69% Reduced
215
Riverbridge Partners
Riverbridge Partners
Minnesota
$915M +$15.5M 16 16.7% Increased
216
Longview Partners
Longview Partners
Guernsey
$909M +$3.17M 1 4.76% Increased
217
SCM
Steadfast Capital Management
New York
$908M +$47.2M 4 16.07% Increased
218
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$907M +$6.38M 9 4.92% Increased
219
Pershing Square Capital Management
Pershing Square Capital Management
New York
$901M -$99.9M 1 18.65% Reduced
220
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$880M +$13.7M 1 7.57% Increased
221
DnB Asset Management
DnB Asset Management
Norway
$876M -$35.4M 27 10.54% Reduced
222
DSM Capital Partners
DSM Capital Partners
Florida
$864M +$119M 3 11.92% Increased
223
CCM
Cantillon Capital Management
New York
$859M +$111M 3 9.77% Increased
224
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$844M +$30.1M 3 7.91% Increased
225
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$843M -$235M 39 12.48% Reduced
7 8
9
10 11